In this episode, we break down the guys' big summer portfolio moves. What have we been selling, trimming, and holding?

Also:

🦅 American Eagle ($AEO) pops 40% and Lululemon ($LULU) misses big. What does this say about the volatility in retail and why it’s tough to hold long term?
💛 Hamid still loves Bumble ($BMBL). He talks about the company's growth potential and why it's more attractive on dips.
📈 Robinhood ($HOOD) is added to the S&P 500 and the guys talk about their de-risking strategies.
🚀 Rocket Lab ($RKLB) reports1200% gains trims profits, and looks toward long-term potential with its Neutron rocket.
🛍 Dustin takes profits from selling Shopify ($SHOP) in order to shift his focus to core portfolio plays.
👕 Why is Lululemon ($LULU) trading at its most attractive valuation in years?
☁️ Oracle ($ORCL) talks cloud growth projections and how has Larry Ellison stayed relevant for so long?
🔋 Is Elon Musk’s $1 trillion Tesla ($TSLA) pay package ambitious or outrageous?

Whether you’re a retail investor or just tracking the stock market, this episode is packed with insights on earnings season, valuation discipline, and portfolio strategy.

Don't forget to check out:

The Best (and Free) Earnings Calendar: https://earningshub.com/
Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio
Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr

Chapters:

0:00 Intro
1:04 Hamid’s portfolio moves
2:18 Lululemon ($LULU) vs American Eagle
3:26 American Eagle earnings
4:50 Hamid’s Bumble ($BMBL) position
5:31 Talking short interest
8:59 Hamid's Robinhood holdings
12:39 Upcoming Meta event
15:26 Dustin’s portfolio updates
19:12 Rocket Lab
21:47 Shopify thoughts
24:01 Lululemon performance
26:36 Oracle and Larry Ellison
28:41 Elon’s big $1T pay package
33:07 Hamid’s slide deck
35:23 Elon’s outrageous request
41:15 Elon Musk vs. Steve Jobs pay packages
45:15 Apple iPhone 17 reveal
56:50 Listener questions

We’re back with Episode 5, and this week’s market talk is packed! 🚀

- Why after 8 years and a $50k deposit did Hamid finally cancel his Tesla Roadster 2 order?
- Tesla's ($TSLA) latest Master Plan IV falls flat, full of too many vague and unkept promises.
- Will we see AI features, battery life breakthroughs, or just another faster phone + better camera announced at Apple's ($AAPL) iPhone 17 event?
- Google's ($GOOG) antitrust win against DOJ case raises questions about Google's monopoly and highlights the company's essential role in our lives.
- Earnings Roundup: Salesforce ($CRM), GitLab ($GTLB), American Eagle ($AEO), Lululemon ($LULU), and Rocket Lab ($RKLB)
- Bumble’s ($BMBL) new ad campaign “For the Love of Love” highlights the company's plan to go back to the essentials of online dating.

📊 Whether you’re into stocks, crypto, Tesla news, or upcoming Apple launches, this episode dives deep into the latest headlines and what they mean for investors.

Don't forget to check out:

The Best (and Free) Earnings Calendar: https://earningshub.com/
Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio
Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr

Markets moved on big earnings this week! 🚀

NVIDIA ($NVDA) beat on revenue and EPS but still dropped after hours. What does this mean for AI stocks like Tesla ($TSLA), Meta ($META), Microsoft ($MSFT), Google ($GOOGL), and Apple ($AAPL)?

Rivian ($RIVN) : Hamid boosted his stake 43%, betting on its AI-driven self-driving tech. Could its $16B valuation someday rival Waymo?

MongoDB ($MDB) crushed expectations with $590M revenue and 37% stock jump.

Abercrombie & Fitch ($ANF) looks strong with $5.1B revenue and a P/E under 10, despite a tough year. But according to Hamid, it's a better bet than Gap ($GAP).

Snowflake ($SNOW) surprised with positive EPS (+12%), while CrowdStrike ($CRWD) beat big but still fell 8%.

We also cover Hamid’s portfolio strategy, why he caps at 10 stocks, and why ignoring macro noise can lead to smarter investing.

Don't forget to check out:

Earnings Hub: https://earningshub.com/
Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actual-portfolio
Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr

Chapters:

0:00 Intro
1:29 NVIDIA earnings speculation
3:34 Anticipating CrowdStrike and Snowflake earnings reports
5:55 Abercrombie and Fitch vs Gap vs American Eagle
11:37 Snowflake earnings
13:38 MongoDB numbers
15:37 CrowdStrike earnings
16:41 Thoughts on Alibaba
20:11 Listener question about CrowdStrike numbers
21:26 Hamid’s Double Down on Rivian
24:34 Rivian vs Tesla
26:22 Rivian, Tesla and Waymo
28:01 LiDAR or not to LiDAR
33:08 Tesla #1, Rivian #2?
38:03 NVIDIA earnings and consistent increase
44:39 Hamid’s diversification strategy
51:18 Listener question
53:14 Ignore the Macro

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